See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,102 | $197,591-23.5% | $177,821-15.0% | $158,922-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.03% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $14,600 | $6,697+118.0% | $5,918+146.7% | $4,761+206.6% |
| Participant deferral / active EE | $15,013 | $8,405+78.6% | $7,714+94.6% | $5,982+151.0% |
| Admin fee / account holder | $568 | $15,399-96.3% | $12,427-95.4% | $11,246-95.0% |